Wealthspire Advisors (New York)’s iShares Global REIT ETF REET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.76M | Sell |
192,801
-7,605
| -4% | -$188K | 0.03% | 163 |
|
|
2025
Q1 | $4.86M | Buy |
200,406
+3,627
| +2% | +$88K | 0.03% | 164 |
|
|
2024
Q4 | $4.72M | Buy |
196,779
+7,576
| +4% | +$182K | 0.05% | 149 |
|
|
2024
Q3 | $5.05M | Sell |
189,203
-878
| -0.5% | -$23.4K | 0.05% | 149 |
|
|
2024
Q2 | $4.42M | Sell |
190,081
-3,881
| -2% | -$90.2K | 0.06% | 123 |
|
|
2024
Q1 | $4.59M | Buy |
193,962
+2,378
| +1% | +$56.3K | 0.06% | 117 |
|
|
2023
Q4 | $4.63M | Buy |
191,584
+2,154
| +1% | +$52.1K | 0.07% | 116 |
|
|
2023
Q3 | $4.01M | Sell |
189,430
-1,615
| -0.8% | -$34.2K | 0.07% | 115 |
|
|
2023
Q2 | $4.39M | Sell |
191,045
-11,471
| -6% | -$263K | 0.07% | 103 |
|
|
2023
Q1 | $4.64M | Buy |
202,516
+6,515
| +3% | +$149K | 0.08% | 100 |
|
|
2022
Q4 | $4.45M | Buy |
196,001
+12,117
| +7% | +$275K | 0.08% | 104 |
|
|
2022
Q3 | $3.91M | Buy |
183,884
+45,549
| +33% | +$969K | 0.08% | 102 |
|
|
2022
Q2 | $3.35M | Buy |
138,335
+39,827
| +40% | +$963K | 0.07% | 112 |
|
|
2022
Q1 | $2.88M | Buy |
98,508
+5,402
| +6% | +$158K | 0.06% | 102 |
|
|
2021
Q4 | $2.85M | Buy |
93,106
+34
| +0% | +$1.04K | 0.06% | 113 |
|
|
2021
Q3 | $2.55M | Buy |
93,072
+691
| +0.7% | +$18.9K | 0.05% | 139 |
|
|
2021
Q2 | $2.56M | Buy |
92,381
+7,054
| +8% | +$196K | 0.07% | 99 |
|
|
2021
Q1 | $2.17M | Buy |
85,327
+5,823
| +7% | +$148K | 0.05% | 169 |
|
|
2020
Q4 | $1.9M | Buy |
+79,504
| New | +$1.9M | 0.06% | 142 |
|
|
2020
Q2 | – | Sell |
-37,886
| Closed | -$726K | – | 467 |
|
|
2020
Q1 | $726K | Buy |
+37,886
| New | +$726K | 0.03% | 240 |
|